Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.68K+ 8.37% |
$105K - $111K
|
60.6K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
609+ 0.76% |
$13.6K - $14.5K
|
80.8K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.67K+ 23.88% |
$82.3K - $87.4K
|
19K
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.31K+ 10916.67% |
$29.3K - $31.2K
|
1.32K
$31.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.21K- 1.8% |
$71.8K - $76.3K
|
175K
$4.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-189K- 92.88% |
$4.23M - $4.49M
|
14.5K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
27.8K+ 4.49% |
$622K - $661K
|
646K
$15.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.92K+ 10.93% |
$65.4K - $69.5K
|
29.6K
$707K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.3K- 11.49% |
$409K - $435K
|
141K
$3.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.7K+ 6.84% |
$60.5K - $64.3K
|
42.1K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.21K+ 5.41% |
$27.1K - $28.8K
|
23.6K
$563K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
27.3KNew |
$611K - $649K
|
27.3K
$651K
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
987KNew |
$22.1M - $23.5M
|
987K
$23.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.39K+ 36.92% |
$210K - $223K
|
34.8K
$831K
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.73K- 0.44% |
$38.7K - $41.1K
|
388K
$9.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.31K- 1.27% |
$74.2K - $78.8K
|
257K
$6.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16K+ 156.91% |
$359K - $382K
|
26.3K
$627K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
24.9K+ 2.24% |
$558K - $593K
|
1.14M
$27.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
61.4K+ 4.8% |
$1.37M - $1.46M
|
1.34M
$32M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53.4K+ 10.16% |
$1.2M - $1.27M
|
579K
$13.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-14.7K- 92.53% |
$329K - $349K
|
1.19K
$28.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-205K- 68.8% |
$4.59M - $4.87M
|
92.9K
$2.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40K- 34.97% |
$897K - $953K
|
74.5K
$1.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.47K+ 429.03% |
$145K - $154K
|
7.98K
$191K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
98+ 1.92% |
$2.2K - $2.33K
|
5.2K
$124K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
126K+ 713.54% |
$2.83M - $3M
|
144K
$3.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.99K+ 2.11% |
$44.6K - $47.4K
|
96.6K
$2.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-45.4K- 57.74% |
$1.02M - $1.08M
|
33.2K
$793K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
229+ 55.99% |
$5.13K - $5.45K
|
638
$15.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-140- 36.27% |
$3.14K - $3.33K
|
246
$5.87K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.92K+ 9.16% |
$110K - $117K
|
58.6K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$236K - $250K
|
10.5K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-6.78K- 38.55% |
$152K - $161K
|
10.8K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.53K+ 2.7% |
$56.8K - $60.3K
|
96.3K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.45K+ 40.88% |
$99.8K - $106K
|
15.4K
$366K
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
29.3K+ 1.74% |
$656K - $697K
|
1.71M
$40.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
5.2K+ 8.79% |
$117K - $124K
|
64.4K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
76.8K+ 40.31% |
$1.72M - $1.83M
|
267K
$6.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-49.1K- 0.94% |
$1.1M - $1.17M
|
5.18M
$124M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
8.31K+ 1.54% |
$186K - $198K
|
547K
$13.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
16.7KNew |
$373K - $396K
|
16.7K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-64.5K- 85.42% |
$1.44M - $1.53M
|
11K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-218- 8.38% |
$4.88K - $5.19K
|
2.38K
$56.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21.4KNew |
$480K - $510K
|
21.4K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-14.3K- 3.16% |
$321K - $341K
|
439K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
843KNew |
$18.9M - $20.1M
|
843K
$20.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
38K+ 81.73% |
$851K - $905K
|
84.5K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
2.94K+ 25.14% |
$65.8K - $69.9K
|
14.6K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.6KNew |
$1.9M - $2.01M
|
84.6K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
9.35K+ 5.92% |
$209K - $223K
|
167K
$3.99M
|